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State Street SPDR Portfolio S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Pure Financial Advisors
California
$16M -$365K -9,539 -2%
SA
102
Sunesis Advisors
Kansas
$15.8M – – –
CF
103
Convergence Financial
Missouri
$15.7M +$942K +24,600 +6%
M&T Bank
104
M&T Bank
New York
$15.6M -$1.58M -41,343 -9%
MFG
105
Merit Financial Group
Georgia
$15.6M +$13.1M +342,117 +580%
SFP
106
Strategic Financial Partners
Oregon
$15.3M -$1.61M -42,010 -10%
EWM
107
Executive Wealth Management
Michigan
$14.7M +$14.2M +371,826 +6,197%
HG
108
Harbor Group
New Hampshire
$14.5M +$479K +12,514 +3%
KAS
109
Kestra Advisory Services
Texas
$14.4M +$10.3M +267,895 +264%
DI
110
Diligent Investors
California
$14M -$123K -3,224 -0.9%
BOPW
111
Brandywine Oak Private Wealth
Pennsylvania
$13.9M +$4.53M +118,307 +50%
AssetMark Inc
112
AssetMark Inc
California
$13.3M +$13.1M +341,215 +21,929%
WFA
113
Wells Financial Advisors
Massachusetts
$13.3M +$1.41M +36,838 +12%
IA
114
IFP Advisors
Florida
$13.3M +$3.86M +100,826 +29%
NL
115
Navalign LLC
California
$13.2M -$71.3K -1,862 -0.5%
HGWM
116
Harvest Group Wealth Management
Massachusetts
$13M -$124K -3,247 -1%
Allspring Global Investments
117
Allspring Global Investments
North Carolina
$12.9M -$1.1M -28,706 -8%
GLR
118
Great Lakes Retirement
Ohio
$12.8M +$12.7M +330,395 New
Baird Financial Group
119
Baird Financial Group
Wisconsin
$12.7M +$4.62M +120,635 +59%
WAOI
120
Wealth Advisors of Iowa
Iowa
$12.6M +$3.23M +84,428 +35%
JP Morgan Chase
121
JP Morgan Chase
New York
$12.2M +$10.7M +279,419 +845%
LFPWM
122
Leicht Financial Planning & Wealth Management
New Jersey
$12.1M -$475K -12,399 -4%
CIM
123
Confluence Investment Management
Missouri
$12M -$11.7M -306,716 -50%
CWM
124
CarsonAllaria Wealth Management
Illinois
$11.9M -$214K -5,598 -2%
GVAG
125
Great Valley Advisor Group
Delaware
$11.8M +$1.72M +44,964 +17%